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438 hedge funds and large institutions have $16.5B invested in PG&E in 2021 Q1 according to their latest regulatory filings, with 72 funds opening new positions, 151 increasing their positions, 112 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed

254% more call options, than puts

Call options by funds: $342M | Put options by funds: $96.5M

35% more repeat investments, than reductions

Existing positions increased: 151 | Existing positions reduced: 112

1.4% more ownership

Funds ownership: 69.83%71.23% (+1.4%)

7% more first-time investments, than exits

New positions opened: 72 | Existing positions closed: 67

0% more funds holding

Funds holding: 437438 (+1)

4% less capital invested

Capital invested by funds: $17.3B → $16.5B (-$768M)

13% less funds holding in top 10

Funds holding in top 10: 3934 (-5)

Holders
438
Holders Change
+1
Holders Change %
+0.23%
% of All Funds
7.69%
Holding in Top 10
34
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-12.82%
% of All Funds
0.6%
New
72
Increased
151
Reduced
112
Closed
67
Calls
$342M
Puts
$96.5M
Net Calls
+$246M
Net Calls Change
+$140M
Name Holding Trade Value Shares
Change
Change in
Stake
HWA
476
HHM Wealth Advisors
Tennessee
-$5K -363 Closed
PFA
477
Professional Financial Advisors
Nebraska
-$4K -300 Closed
AWM
478
Avior Wealth Management
Nebraska
-$3K -297 Closed
ABC
479
Associated Banc-Corp
Wisconsin
-$4K -294 Closed
CTC
480
Central Trust Company
Missouri
-$3K -228 Closed
JPLA
481
Joseph P. Lucia & Associates
New York
-$2K -180 Closed
PWPS
482
Pinnacle Wealth Planning Services
Ohio
-$2K -157 Closed
TIAM2
483
Tru Independence Asset Management 2
Oregon
-$2K -150 Closed
LWCFA
484
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
-$1K -108 Closed
PS
485
Planned Solutions
California
-$1K -98 Closed
VCG
486
Vantage Consulting Group
Virginia
-$1K -93 Closed
BFEC
487
Benjamin F. Edwards & Company
Missouri
-$1K -85 Closed
M
488
MOTCO
Texas
-$1K -80 Closed
MPWT
489
MassMutual Private Wealth & Trust
Connecticut
-$1K -56 Closed
RWA
490
Ropes Wealth Advisors
Massachusetts
-$1K -55 Closed
TFGT
491
TS Financial Group (TSFG)
Illinois
-$1K -16 Closed
LWA
492
Lenox Wealth Advisors
New York
+$12 +1 New
Twin Tree Management
493
Twin Tree Management
Texas
+$128 +11 New
VFA
494
Valeo Financial Advisors
Indiana
+$197 +17 New
FHC
495
First Horizon Corporation
Tennessee
+$209 +18 New
GLLW
496
Graves Light Lenhart Wealth
Virginia
+$290 +25 New